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Disclosery

LPL Financial LLC: CRTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CRTC, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 178,490 CRTC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,490 shares
    Change vs previous 13F +42,949 shares

    <0.01% of the 13F portfolio, value $6,959,177.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 135,541 shares
    Change vs previous 13F -103,813 shares

    <0.01% of the 13F portfolio, value $4,805,295.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 239,354 shares
    Change vs previous 13F +21,915 shares

    <0.01% of the 13F portfolio, value $8,774,705.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 217,439 shares
    Change vs previous 13F +6,228 shares

    <0.01% of the 13F portfolio, value $7,920,371.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 211,211 shares
    Change vs previous 13F +121,660 shares

    <0.01% of the 13F portfolio, value $7,183,528.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,676,847.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).